Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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51
Consumers still spending

Consumers still spending

Apr 21, 2026

March retail sales jump, even excluding surge in gas. (0:15) UnitedHealth lifts outlook after strong quarter. (1:30) Disney raises peak Magic Kingdom ticket prices for 2027. (2:11)       Show Notes C...

52
Cook hands Apple to Ternus

Cook hands Apple to Ternus

Apr 21, 2026

Apple (AAPL) CEO Cook steps down, effective Sept. 1; Ternus named CEO. (00:14) JetBlue's (JBLU) CEO dismisses bankruptcy speculation. (01:37) Uber (UBER) discloses 11.52% stake in Lucid (LCID). (02:35...

53
Jersey Mike's eyes $12B IPO valuation

Jersey Mike's eyes $12B IPO valuation

Apr 20, 2026

Jersey Mike's looks to be a top 10 public restaurant company. (0:15) QXO agrees to buy TopBuild. (1:25) Pepsi broadens Gatorade into an everyday hydration drink. (2:11)       Show Notes Why it looks ...

54
Tariff refund rush begins

Tariff refund rush begins

Apr 20, 2026

Tariff refund tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store back rooms to speed marketplace deliveries: FT.  (01:01) Google (GOOG) (GOOGL) is said to explore new AI ...

55
Tesla kicks off Mag 7 earnings

Tesla kicks off Mag 7 earnings

Apr 19, 2026

Tesla leads a busy week as 93 S&P 500 companies report. Bull and bear case. (0:17) American rejects merger talks with United. (1:34) March retail sales are expected higher as gas prices cloud demand. ...

56
Wall Street Roundup: Good news, earnings news

Wall Street Roundup: Good news, earnings news

Apr 17, 2026

Iran opens Hormuz, market rejoices, risk back on (0:20) Netflix and bank earnings (3:00) Private credit vs banks (6:30) Snap layoffs, Tesla's upcoming report (7:40) Show links:  U.S. stocks rise to n...

57
Netflix co-founder logs out (are you sure?)

Netflix co-founder logs out (are you sure?)

Apr 17, 2026

Reed Hastings will leave as chairman of Netflix in June. (0:15) Federal regulators to look at MLB online distribution deals. (1:44) OpenAI commits over $20B to Cerebras chip-powered AI servers. (2:33)...

58
Europe has six weeks of jet fuel left

Europe has six weeks of jet fuel left

Apr 16, 2026

IEA head warns on largest energy crisis ever. (0:15) Taiwan Semi raises 2026 outlook on strong AI chip demand. (1:50) Microcap stocks surge after adding AI to their names. (2:19)       Show Notes Gol...

59
Ford revamp targets EV growth

Ford revamp targets EV growth

Apr 16, 2026

Ford restructures operations and leadership to scale EV and software strategy. (0:15) Google’s SpaceX stake could exceed $100B. (1:10) Nuclear energy stocks rally on funding, IPO plans and initiatives...

60
Trump escalates pressure on Powell

Trump escalates pressure on Powell

Apr 15, 2026

President threatens to fire Fed chief if he doesn’t leave ‘on time.’ (0:15) Bank of America and Morgan Stanley beat earnings on trading strength. (1:43) Starbucks launches ChatGPT-powered AI tool to f...

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